See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,123 | $198,466+42.7% | $170,442+66.1% | $147,584+91.8% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 1.52% | 257.29%-255.8pp | 205.93%-204.4pp | 578.55%-577.0pp |
| Employer contribution / active EE | $1,432 | $6,184-76.8% | $5,433-73.6% | $4,876-70.6% |
| Participant deferral / active EE | $6,946 | $5,629+23.4% | $4,939+40.6% | $5,439+27.7% |
| Admin fee / account holder | $20 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |